| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 28.28% | 30.57% | $4,396.4万 | 87.2万股 | $4,829.6万 | 95.9万股 | -8.7万股-9.09% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 14.47% | 14.86% | $2,248.5万 | 12.4万股 | $2,346.7万 | 12.8万股 | -3,160股-2.48% | 减仓 |
| V先锋领航·MIDVO |
| 8.72% | 8.76% | $1,355.5万 | 4.9万股 | $1,384.3万 | 5.0万股 | -1,141股-2.29% | 减仓 |
| IiShares安硕信托ICSH |
| 6.44% | 7.06% | $1,001.6万 | 19.8万股 | $1,114.6万 | 22.1万股 | -2.3万股-10.25% | 减仓 |
| IiShares安硕信托SHYG |
| 5.05% | 4.34% | $785.0万 | 18.2万股 | $685.8万 | 15.9万股 | +2.3万股+14.53% | 加仓 |
| V先锋领航指数基金VOO |
| 5.01% | 4.67% | $778.0万 | 1.4万股 | $737.4万 | 1.3万股 | +574股+4.28% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.36% | 3.76% | $678.3万 | 8.8万股 | $594.2万 | 7.7万股 | +1.1万股+14.01% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 3.16% | 3.66% | $491.3万 | 5.4万股 | $578.1万 | 6.0万股 | -6,568股-10.93% | 减仓 |
 微软MSFT |
| 1.58% | 1.63% | $246.1万 | 5,970股 | $258.0万 | 6,090股 | -120股-1.97% | 减仓 |
| I景顺QQQ信托VOO |
| 1.42% | 1.39% | $221.2万 | 4,968股 | $219.3万 | 4,273股 | +695股+16.26% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.41% | 1.55% | $219.6万 | 1.2万股 | $245.3万 | 1.3万股 | -954股-7.58% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.97% | 0.24% | $151.3万 | 2.9万股 | $37.3万 | 6,934股 | +2.2万股+322.50% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.94% | 0.07% | $146.5万 | 2.5万股 | $11.5万 | 1,980股 | +2.3万股+1,171.92% | 加仓 |
 亚马逊AMZN |
| 0.82% | 0.73% | $128.2万 | 5,500股 | $114.9万 | 5,500股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.58% | $92.4万 | 1,966股 | $92.0万 | 1,966股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.44% | 0.4% | $68.6万 | 3,300股 | $63.1万 | 3,300股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.42% | 0.4% | $65.7万 | 2,371股 | $62.5万 | 2,369股 | +2股+0.08% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.38% | 0.42% | $59.7万 | 3,613股 | $66.1万 | 3,845股 | -232股-6.03% | 减仓 |
 摩根大通JPM |
| 0.38% | 0.33% | $59.0万 | 2,179股 | $52.2万 | 2,179股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 0.36% | 0.33% | $56.6万 | 165股 | $52.7万 | 165股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.36% | 0.37% | $55.8万 | 2,746股 | $58.0万 | 2,740股 | +6股+0.22% | 加仓 |
| IiShares安硕信托MTUM |
| 0.35% | 0.21% | $54.0万 | 2,379股 | $33.0万 | 1,553股 | +826股+53.19% | 加仓 |
| V先锋领航指数基金VB |
| 0.35% | 0.21% | $53.7万 | 2,165股 | $32.5万 | 1,280股 | +885股+69.14% | 加仓 |
 苹果AAPL |
| 0.34% | 0.33% | $53.6万 | 2,353股 | $52.9万 | 2,353股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.31% | 0.19% | $48.7万 | 1.4万股 | $30.8万 | 8,539股 | +5,078股+59.47% | 加仓 |
| DDimensional维度·USDFUV |
| 0.31% | 0.19% | $47.6万 | 1.1万股 | $30.4万 | 6,965股 | +4,185股+60.09% | 加仓 |
 AMGEN COMAMGN |
| 0.3% | 0.29% | $45.9万 | 1,556股 | $46.6万 | 1,556股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.29% | 0.3% | $44.9万 | 456股 | $47.4万 | 456股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.27% | $44.0万 | 2,340股 | $42.9万 | 2,340股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.28% | 0.32% | $43.8万 | 3,036股 | $49.9万 | 3,036股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.28% | 0.19% | $43.3万 | 3,254股 | $29.7万 | 2,250股 | +1,004股+44.62% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.27% | $43.3万 | 2,320股 | $42.2万 | 2,320股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.28% | 0.26% | $43.2万 | 5,326股 | $41.6万 | 5,326股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.27% | 0.24% | $42.7万 | 7,781股 | $38.2万 | 7,781股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.27% | 0.26% | $41.7万 | 3,608股 | $40.5万 | 3,600股 | +8股+0.22% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.26% | 0.27% | $40.0万 | 2,714股 | $42.5万 | 2,710股 | +4股+0.15% | 加仓 |
 LOWES COS COMLOW |
| 0.25% | 0.26% | $39.2万 | 1,530股 | $41.5万 | 1,530股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.24% | 0.23% | $37.8万 | 6,023股 | $36.4万 | 6,199股 | -176股-2.84% | 减仓 |
 史赛克SYK |
| 0.22% | 0.21% | $34.2万 | 870股 | $33.7万 | 870股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.22% | 0.2% | $33.9万 | 1,400股 | $31.8万 | 1,400股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.21% | 0.21% | $32.2万 | 1,483股 | $33.7万 | 1,497股 | -14股-0.94% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.2% | 0.19% | $30.7万 | 806股 | $29.4万 | 806股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.2% | 0.19% | $30.7万 | 742股 | $30.2万 | 742股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.2% | 0.18% | $30.4万 | 350股 | $28.9万 | 350股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.19% | 0.19% | $30.3万 | 1,808股 | $30.1万 | 1,808股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.19% | 0.2% | $29.4万 | 1,490股 | $31.4万 | 1,490股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.19% | 0.15% | $29.3万 | 2,850股 | $24.3万 | 2,850股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.19% | 0.18% | $29.3万 | 1,005股 | $29.2万 | 1,003股 | +2股+0.20% | 加仓 |
 强生JNJ |
| 0.18% | 0.18% | $28.4万 | 1,841股 | $28.3万 | 1,847股 | -6股-0.32% | 减仓 |
 TOMPKINS FINLTMP |
| 0.18% | 0.19% | $27.6万 | 3,873股 | $29.4万 | 3,923股 | -50股-1.27% | 减仓 |
